# O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC of EUGENE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 290254
- Type: SEC-registered investment adviser
- SEC file number: 801-123534
- Location: 4710 VILLAGE PLAZE LOOP, SUITE 240, EUGENE, OR, 97401
- Phone: 541-338-7631
- Latest filing: 2026-02-25
- Regulatory AUM: $208.4M
- Discretionary AUM: $208.1M
- Non-discretionary AUM: $290K
- Clients: 9
- Accounts: 519

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gwendolyn Sue O'Connell | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| O'CONNELL GWENDOLYN SUE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290254/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290254/similar
- Related entities: https://search.stillhousedata.com/firm/290254/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290254

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.